This examination assesses a knowledge and understanding of investment products and the risks involved.

CF3 - Financial Protection (CII)

This examination assesses a knowledge and understanding of financial protection plans.

CF4 - Retirement Planning (CII)

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

CF6 - Certificate in Mortgage Advice (CII)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

CF7 - Certificate in Lifetime Mortgages Activities (CII)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

CF8 - Certificate in Long-Term Care Insurance (CII)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry together with packaged products (pensions, protection and savings and investments) and the giving of investment advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk

What our clients say

“Tony has been my financial adviser for a number of years and has always provided sound, professional and friendly advice. As a result I have recommended Tony to a friend who I believe has now also become a client”

Mr C Burrowes, Takeley

“Tony’s enthusiasm for his work gives us confidence in him. We find him easy to work with and always professional and reliable”.

Mr & Mrs Fung, Felsted

“Tony is courteous and polite, as is expected of course, but above all he is very genuine. He is always willing to fit around my personal diary rather than his own, which means that our meetings are relaxed and casual as well as useful. His financial advice is always clear, understandable and relevant to my personal situation - he clearly "does his homework" before meeting me. I confess that I have no understanding of the financial world, so it is essential that I have utter confidence in him – which I do. He was my adviser at his former employers (a bank) and when he left them I moved with him. I still use the bank and it is clear that the staff there continue to have a deep respect for him. For a monetary ignoramus such as me, he is the perfect IFA”.

C Plant, Bishops Stortford

Where to find us

About us

Castle Wealth is Independent Financial Advisor practicing from our offices in Hertfordshire (Bishops Stortford) and Essex (Chelmsford). We can see you at home (within 150 miles) or at our offices if preferred.

We focus on providing unrivalled support and service to you and your finances.

Our services

Our strength rests within our honest and upfront service proposition. We provide a structured and clear approach to your financial arrangements. The setup of your financial solutions is stage one, but where required, our on-going support and servicing will make a real difference to you and your finances. Our business is focused on looking after you and your arrangements for the long term, ensuring you receive a consistent approach to your financial advice and that you have somebody that you are familiar with that will provide the on-going support to you where needed.

Compliance

Castle Wealth Ltd is an appointed representative of Tavistock Financial Limited which is authorised ad regulated by the Financial Services Authority. FSA Number 588656

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.Any decision to transact business is made by you on the basis of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Once you’ve sent your enquiry you can expect a response within 48 hours.
If this adviser is not available we will refer you to the best matched alternative
adviser nearby, so please include as much detail as you can in your enquiry.